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Broadridge
BR

Overview Fund Activity

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$67.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$32.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.1M
5
ECM
Ensemble Capital Management
California
+$21.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$22.7M
3
State Street
State Street
Massachusetts
-$16.7M
4
Wells Fargo
Wells Fargo
California
-$14.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
201
Northstar Group
New York
$4.41M +$105K +737 +2%
NLGIA
202
Nippon Life Global Investors Americas
New York
$4.27M -$1.09M -7,670 -20%
AAM
203
Aureus Asset Management
Massachusetts
$4.21M +$951K +6,668 +29%
GT
204
Greenleaf Trust
Michigan
$4.18M -$405K -2,838 -9%
Brown Advisory
205
Brown Advisory
Maryland
$4.12M -$29.9K -210 -0.7%
AP
206
Appleton Partners
Massachusetts
$3.99M -$118K -830 -3%
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$3.98M -$213K -1,497 -5%
IFAM
208
Institutional & Family Asset Management
Colorado
$3.88M +$199K +1,394 +5%
UIM
209
USS Investment Management
United Kingdom
$3.85M -$244K -1,713 -6%
Nomura Asset Management
210
Nomura Asset Management
Japan
$3.77M +$163K +1,141 +5%
CFB
211
Cullen/Frost Bankers
Texas
$3.76M -$72.4K -508 -2%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$3.66M -$225K -1,581 -6%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$3.51M +$24.9K +175 +0.7%
BCI
214
Brinker Capital Investments
Pennsylvania
$3.47M -$161K -1,131 -4%
SEI Investments
215
SEI Investments
Pennsylvania
$3.45M +$1.46M +10,114 +74%
GIM
216
Goelzer Investment Management
Indiana
$3.44M -$185K -1,300 -5%
DnB Asset Management
217
DnB Asset Management
Norway
$3.42M -$48.3K -339 -1%
BRCM
218
Bright Rock Capital Management
Massachusetts
$3.42M – – –
PCM
219
Parsons Capital Management
Rhode Island
$3.4M -$17.4K -122 -0.5%
FHB
220
First Hawaiian Bank
Hawaii
$3.37M -$17.5K -123 -0.5%
SNB
221
Security National Bank
Nebraska
$3.32M -$56K -393 -2%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$3.3M +$40.9K +287 +1%
PAM
223
Panagora Asset Management
Massachusetts
$3.24M +$48.8K +342 +2%
X
224
Xponance
Pennsylvania
$3.21M +$375K +2,634 +13%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.17M +$223K +1,567 +8%
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9
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